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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $75,651 |
HANYS BENEFIT SERVICES1 year Service code 13 1 EMPIRE DR · RENSSELEAR, NY 12144 | Contract Administrator | $21,333 |
UNUM LIFE INS. CO. OF AMERICA2+ years Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,183 | $36,916+52.2% | $156,551-64.1% | $57,658-2.6% |
| Participation rate | 91.6% | 63.4%+28.1pp | 84.0%+7.5pp | 70.2%+21.3pp |
| Annual return | 5.08% | 12.38%-7.3pp | 32.23%-27.1pp | 5.13%-0.1pp |
| Employer contribution / active EE | $1,511 | $1,571-3.8% | $5,501-72.5% | $1,974-23.5% |
| Participant deferral / active EE | $2,571 | $1,926+33.5% | $4,871-47.2% | $3,061-16.0% |
| Admin fee / account holder | $121 | $82+46.2% | $13,028-99.1% | $95+27.6% |